LSGR vs VUG

ALSGR

BVUG

Measures won0–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common41.0%LSGR and VUG

LSGR

VUG

Natixis Loomis Sayles Focused Growth ETF · $848MVanguard Morningstar Growth ETF · $233B

+23.4%3 years · per year$18,798 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $40 on $10k0.40%

−17.5%Worst dropSmaller wins−16.1%

18.2%VolatilityLower wins18.2%

0–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSGR · VUG

17.3%NVDA13.5%

6.3%MSFT9.7%

9.7%GOOGL5.2%

7.8%AMZN4.3%

Held in common41.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk		0.59%	0.00%	+1.9%	+0.2%	−2.1%	+23.4%	new	−17.5%	$848M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk		0.59%	0.00%	+1.9%	+0.2%	−2.1%	+23.4%	new	−17.5%	$848M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSGR vs VUG

LSGR

Natixis Loomis Sayles Focused Growth

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureLSGRVUG

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield0.00%0.40%

5 years, per year[…]+11.4%

3 years, per year+23.4%+25.4%

Worst drop · 1Y−17.5%−16.1%

Volatility · 1Y18.2%18.2%

4–0measures won
VUG first

41.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LSGR, VUG

Today

41.0%most shared, LSGR and VUG

LSGRVUG

LSGR—41.0%

VUG41.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

LSGR$0 − $59 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee